To use Molequle's sales insights capabilities in combination with Adobe Marketo Engage, follow the steps outlined below.
Step 1: Set Up Your Marketo Instance
The first step to using Molequle for Marketo sales insights is to set up your Marketo instance. This involves creating an API user and a smart list. To learn how to do this, refer to our help center article on setting up the Marketo extension.
Step 2: Set Up Single Sign-On
If you want your users to be able to sign in to Molequle using your existing identity provider, you can set up Single Sign-On within Molequle. This will make it easier for your team to access Molequle and streamline the login process. To learn how to set up Single Sign-On, refer to our help center article on setting up Single Sign-On.
Step 3: Embed Molequle in Your CRM
To fully integrate Molequle into your sales process, you can embed it within your CRM. This will allow your team to access Molequle directly from your CRM, making it even easier to use. To learn how to embed Molequle in your CRM, refer to our help center article on embedding the sales intelligence extension.
Next Steps
Once Molequle is set up for Sales Insight, make sure everyone on your team has the appropriate access to Molequle. You can easily manage access by following our step-by-step guide. This will ensure that only authorized team members have access to your Molequle account.
To bring them up to speed on how to best use Molequle in their daily workflow, we have a variety of helpful articles and resources to guide them, including how to work with people and accounts in Molequle's sales insight application, as well as how to manage marketing campaigns within the platform.